Sharkey, Howes & Javer’s FirstEnergy FE Stock Holding History

Sharkey, Howes & Javer’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,219	Closed	-$40K	–	227
2015 Q2	$40K	Buy	+1,219	New	+$42.6K	0.03%	95

Other funds holding FE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Sharkey, Howes & Javer's FE Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of FirstEnergy (FE) in Q3 2015, closing a stake of 1,219 shares — an estimated $40K sold.

Sharkey, Howes & Javer first reported a position in FE in Q2 2015 and held it in 1 quarter. The position peaked at $40K in Q2 2015. 470 funds tracked by Wall St. Rank hold FE as of Q3 2015.

Sharkey, Howes & Javer reported no remaining FirstEnergy position as of Q3 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 1,219 FirstEnergy shares in Q3 2015, an estimated $40K.
Sharkey, Howes & Javer first reported a position in FirstEnergy in Q2 2015 and held it in 1 quarter.
Sharkey, Howes & Javer's FirstEnergy position peaked at $40K in Q2 2015.
470 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.